Leviathan Analytics

Author: cuong nguyen

  • Morning Economic Report 6-4-25

    Economy update Today is Liberation Day deadline and the beginning of higher US tariffs on steel and aluminium imports. Eurozone business activity hardly changed in May, chiefly because the service sector shrank for the first time in 8 months. The HCOB Eurozone Composite PMI index fell to 50.2 in May from 50.4 in April. The […]

  • Morning Economic Report 6-3-25

    Economy Update APAC opened steady, held initially by a late rally in Wall St due to tech appetite but of late bourses wobble lower even with a better showing in EU Core CPI 2.3% v 2.5% call. Trump is reportedly asking for best tariff offers from countries by Weds, but some trading partners deny receiving […]

  • Morning Economic Report 6-2-25

    Economy update Weekend developments have resulted in a flight out of risk assets. The US President has threatened to double tariffs on US steel and aluminium imports starting June 4. Factory activity in the euro zone stabilized in May, its index rose from 49.0 to 49.4, still below the crucial 50 mark. In Asia, the […]

  • Morning Economic Report 5-30-25

    Bourses are the scene of uncertainty after appeals court keeps tariffs temporarily in play against CIT ruling. Stories on how Administration will form a new tariff regime if the appeal fails means APAC, Europe and US futures experience mixed progress. US Treasury Secretary commented Sino/US trade talks are a bit stalled. Depending on what you […]

  • Morning Economic Report 5-29-25

    Economy update Overnight developments raised a dim, but probably misplaced, hopes that there truce might be achieved in the ongoing trade war. A US federal court blocked the US President’s ‘Liberation Day’ tariffs, which increased investors’ risk appetite. The government appealed and the case could end up at the Supreme Court. Last night’s Fed minutes […]

  • Morning Economic Report 5-28-25

    Economy Update Although Wall St handed over strongly after EU tariff moratorium and a beat in US Consumer Confidence, APAC and Europe remain contained with few fresh drivers and drift. A poor showing in Japan’s long-dated bonds saw the Nikkei back off and questions of global fiscal stress catch some news. FOMC minutes will be […]

  • Nvidia, Dry or to the Sky?

    Greetings everyone, We open this holiday week on the positive side in the US markets, as they seek to make back Friday losses. Along with this, we have the much-anticipated earnings reports coming from Nvidia after market close on Wednesday. Nvidia has been a highly volatile equity as of recent, being very susceptible to swings […]

  • Morning Economic Report 5-27-25

    Economy update After announcing a 50% import tax on EU goods, the US president delayed the implementation of punitive measures until July 9. The move is in line with recent capricious policymaking and sent bond yields sharply lower, equities higher. The dollar is trying to recover. The index, which measures economic sentiment in the common […]

  • Morning Economic Report 5-23-25

    Economy update The US tax and spending bill cleared the House floor yesterday by the margin of one vote in a major victory for President Trump. A variety of taxes will be slashed, federal budget cut and military spending and border reinforcement boosted. Investors are demanding higher yields to finance the growing deficit. The German […]

  • Morning Economic Report 5-22-25

    Economy update Business activity in the euro zone took an unforeseen U-turn. Its index, compiled by S&P Global slipped to 49.5, down from 50.4 in April. On the brightish side, German business sentiment improved in May, the latest Ifo survey shows. US equity and bond investors are cautious ahead of the vote in the House […]